Best Investors Account Sign in
Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-10-15
TX RA APPROVED 2025-10-12
  • NJ RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-12

Branch Locations

87 Forrest Street 2Nd Floor, Metuchen, NJ 08840 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Investments, Llc Lincroft NJ 01/2014 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Previous Registrations
  • 2002-06-18 → 2003-05-14
    Morgan Stanley Dw Inc.
    Edison, NJ
Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2005 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 100 HRS MONTH/44 HRS MONTH DURING MKT HRS CHAITANYA S. PATEL/DBA CHAITANYA S. PATEL, INC 87 FORREST STREET, 2ND FL, METUCHEN, NJ 08840 CORPORATE ENTITY FOR TAX PURPOSES START 1/5/2015 INVESTMENT RELATED RIA FEES PAID TO CORPORATE ENTITY/BD COMMISSIONS PAID TO CHAITANYA PATEL IN ACCORDANCE WITH REQUIREMENTS OF THE EXCHANGE ACT OF 1934 ACTIVITY ALSO INCLUDES OUTSIDE, NON-VARIABLE INSURANCE SALES 12 HRS MONTH/2 HRS DURING MKT HRS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-03
  • S66 Uniform Combined State Law Examination
    2002-06-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Metuchen, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor